Bank of the West Wealth Management Group, a subsidiary of BNP Paribas, has launched a new initiative called Private Business Owner Solutions aimed to focus on meeting the unique needs of business owners.
Led by Kristin Nelson, this initiative will provide business owners with integrated financial solutions delivered by a team of banking experts.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
In his new role, Nelson will report to Steve Prostano, head of the recently-launched Family Wealth Advisors.
Nelson has previously held roles with Deutsche Bank, Bank of America, and BNY Mellon, before joining Bank of the West.
The new offering, which has been designed to help business owners to manage both their personal and business affairs, will also provide capital advisory and banking services, global investment management and consulting, retirement and investment services, estate administration, strategic philanthropy, and trust services.
Prostano said: "Our mission is to provide business owners with the full suite of solutions and attention they require at work and at home."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataNelson said: "We’ve built an environment where our clients have access to a coordinated team of professionals to address each of their financial needs. We bring together the right experts — both within and outside the bank — to build a holistic financial plan to suit each client’s personal, business, and financial goals."
